See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $131,614 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,867 | $99,078+207.7% | $96,544+215.8% | $74,419+309.7% |
| Participation rate | 68.7% | 80.7%-11.9pp | 76.0%-7.2pp | 70.7%-2.0pp |
| Annual return | 15.89% | 22.48%-6.6pp | 25.84%-10.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $871 | $2,570-66.1% | $2,965-70.6% | $2,637-67.0% |
| Participant deferral / active EE | $5,642 | $4,933+14.4% | $4,851+16.3% | $4,528+24.6% |
| Admin fee / account holder | $336 | $225+49.7% | $8,252-95.9% | $348-3.3% |